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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,357 | $54,679-18.9% | $76,119-41.7% | $74,459-40.4% |
| Participation rate | 17.1% | 60.3%-43.2pp | 69.1%-51.9pp | 67.2%-50.1pp |
| Annual return | 8.37% | 31.90%-23.5pp | 361.25%-352.9pp | 1369.70%-1361.3pp |
| Employer contribution / active EE | $539 | $1,781-69.7% | $2,693-80.0% | $2,626-79.5% |
| Participant deferral / active EE | $828 | $3,072-73.0% | $4,259-80.6% | $4,350-81.0% |
| Admin fee / account holder | $15,948 | $2,238+612.6% | $6,421+148.4% | $1,945+720.0% |